See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,958 | $63,346-54.3% | $92,233-68.6% | $70,131-58.7% |
| Participation rate | 72.4% | 68.7%+3.8pp | 76.5%-4.0pp | 69.5%+2.9pp |
| Annual return | 17.68% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $3,099 | $2,471+25.4% | $3,679-15.8% | $2,342+32.3% |
| Participant deferral / active EE | $2,135 | $2,854-25.2% | $3,897-45.2% | $3,332-35.9% |
| Admin fee / account holder | $1,583 | $3,840-58.8% | $5,194-69.5% | $4,645-65.9% |